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Forum Discussion

Patricia_nl

Brass Contributor

Aug 08, 2022

Solved

Auto labeling with condition doesn't work

Hi,

I could definitely use some help, cause I am getting close here!

I made a retention policy with an auto-apply with the following condition:

ContentType:"Jaarrekening" AND RefinableString00:"Definitief"

In the search index I mapped the metadata field with the Refinable string field.

The query from the condition works when I use it in the search box!

However, new items still (after a week) does not get the retention label!

Even though I have a E5 license (user and admin)..it's very frustrating.

I hope someone has some suggestions what might be the issue here?

Patricia

compliance management

records management

mathetes
Dec 27, 2023
StumpedinBlackHills

I just answered the earlier version of the same question, with the same feedback--too vague!--that Rodrigo_ gave you. Thank you for posting a copy of the workbook. Now that I've seen it, I will restate what I said before about keeping a single data source for that form.

The form is NOT filled in via macro. Why this is an XLSM file, I don't know, but you do NOT need a macro. It uses the classic VLOOKUP function to retrieve the data from any given row in that table. You enter the row number up in cell A1 (as the shared example has it) and for each entry in the form, VLOOKUP looks at a specific column. Here's the formula for the date. All of the subsequent formulas in the "Raptor Program" tab are essentially the same, except for that last '2' in this one. It tells VLOOKUP to go to column 2 of row 3 (the 3 coming from the reference in cell $A$1)...
=VLOOKUP($A$1,Black_Hills_Raptor_Data,2,FALSE)

Here's a reference where you can learn how VLOOKUP works.

What you'd be wise to do, however, is to clean up the tab containing the "raw data." Unless what you've shown has been greatly modified, it contains far too many blank rows. Make it an Excel Table, fill in the columns as needed. You do not need a new sheet for 2024. (It's not surprising that when you created one the formula didn't retrieve the data.) It could be modified so it would work with annual sheets, but that would just be putting a bandaid on the design issue. Instead, learn how VLOOKUP works, and put it to work retrieving data for that form from that single data sheet from now until forever.

Resources

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Hi,